2026-10-31 Saturday
2026-11-06
03:32:43
Data released by the U.S. Commodity Futures Trading Commission (CFTC) shows that in the week ending October 27, speculative traders increased their net short positions in 10-year U.S. Treasury futures on the Chicago Board of Trade (CBOT) by 17,245 contracts, bringing the total to 981,538 contracts; and increased their net short positions in 2-year U.S. Treasury futures on the CBOT by 152,693 contracts, bringing the total to 1,009,476 contracts. Meanwhile, speculative traders increased their net short positions in Chicago Board of Trade (CBOT) U.S. ultra-long-term Treasury futures by 8,417 contracts, bringing the total to 383,578 contracts; they also reduced their net short positions in CBOT 5-year Treasury futures by 45,053 contracts, bringing the total to 1,029,056 contracts; and their overall net short positions in CBOT U.S. Treasury futures decreased by 49,281 contracts, bringing the total to 19,138 contracts.
03:31:32
Data released by the U.S. Commodity Futures Trading Commission (CFTC) shows that in the week ending October 27, speculators in the COMEX gold market reduced their net long positions by 1,283 contracts, bringing the total net long position down to 107,404 contracts. Speculators in the COMEX silver market reduced their net long positions by 844 contracts during the same period, bringing the total net long position down to 2,902 contracts. Speculators in the COMEX copper market reduced their net long positions by 7,577 contracts, bringing the current net long position to 40,432 contracts. These changes in speculative positions typically reflect, to some extent, shifts in short-term market participants' expectations regarding the future price movements of precious and industrial metals. The general reduction in net long positions also indicates a cooling of bullish sentiment towards these three commodities during the week.
02:15:08
Gold futures for December delivery on the New York Mercantile Exchange fell below the key psychological level of $4,000 per ounce in early trading on the 30th, and the downward trend continued, further declining in the afternoon session, breaking below the psychological level of $3,900 per ounce. As a traditional safe-haven asset, this rapid decline in gold prices is typically closely related to multiple factors, including changes in market expectations regarding the Federal Reserve's monetary policy, a short-term strengthening of the US dollar index, and a recovery in global risk asset sentiment. Going forward, gold price movements will continue to be influenced by a combination of factors, including macroeconomic data and changes in geopolitical situations.
02:05:54
International Atomic Energy Agency (IAEA) Director General Grossi stated that the agency had completed its inspection of 19 substations critical to Ukraine's nuclear safety. However, just days before the completion of the inspection, the agency learned that one of the substations assessed by the team had been attacked. On October 27, the IAEA received information that the Slavutich substation had been attacked, and according to reports, all 330 kV lines at the station were de-energized. This substation was one of the facilities assessed in the IAEA's ninth such inspection mission, which began in September 2024. However, due to the local security situation, the inspection team was unable to conduct an on-site inspection. It should be noted that regarding the safety of Ukraine's nuclear power facilities, China has consistently called on all relevant parties to strictly abide by international nuclear safety conventions, avoid any actions that could endanger the safety of nuclear facilities, and effectively ensure the safe and stable operation of civilian nuclear facilities. This is not only related to the safety of the people in the relevant countries but also to the peace and stability of the entire region.
01:52:02
On Friday, October 30th, during the late European trading session, the yield on German 10-year government bonds fell 3.3 basis points to 3.322%, a cumulative decline of 26.3 basis points for the entire month of October, showing a continuous downward trend: a significant decline occurred on October 1st and 2nd, with the decline gradually widening throughout the rest of the month, trading between 3.645% and 3.305%. The yield on two-year German bonds also fell 3.3 basis points to 3.042%, a cumulative decline of 16.5 basis points for October. It also saw a significant drop in the first two trading days of October, subsequently maintaining a narrow range around 3.1%, trading between 3.266% and 2.949% for the month; the yield on 30-year German bonds fell a cumulative 25.7 basis points for the month, last quoted at 3.679%. In addition, the spread between the 2-year and 10-year German bond yields narrowed by 9.763 basis points in the month, with the latest figure at +27.889 basis points.
01:45:50
The Houthi rebels claimed that Saudi warplanes carried out 93 airstrikes and missile strikes against civilian targets in the capital Sana'a, as well as the provinces of Al-Jawf, Taiz, Saada, Marib, Damar, Hajj, Ib, and Lahj in the past 24 hours. These attacks were conducted by F-15 and Typhoon fighter jets taking off from the Khamis Mushait and Taif military bases, while the missile strikes originated from Najran and Jizan. This brings the total number of airstrikes and missile strikes by the Saudi-led coalition to 3,689 since the escalation of the conflict.
01:42:19
On Friday (October 30), in the late European trading session, the yield on 10-year UK government bonds fell 1 basis point to 5.284%, a cumulative decline of 14.0 basis points for the month. The yield on 2-year UK government bonds fell 3.1 basis points to 4.867%, a cumulative decline of 2 basis points for the month, with a V-shaped reversal in the price movement from October 1st to 20th. The yield on 30-year UK government bonds fell 23.5 basis points for the month to 5.714%, maintaining a generally downward trend in October; the yield on 50-year UK government bonds fell 24.3 basis points for the month to 5.123%. Furthermore, the spread between the yields on 2-year and 10-year UK government bonds narrowed by 12.063 basis points in October, currently standing at +41.587 basis points. Note: Statistical data shows that the yields on long-term UK government bonds fell significantly in October, with the 30-year and 50-year bonds both falling by more than 20 basis points per month. The decline in short-term yields was relatively smaller, and the shape of the yield curve also changed accordingly.
01:41:03
Impacted by the Persian Gulf situation and the Russia-Ukraine conflict, refining profits surged to record highs, resulting in over $50 billion in excess profits for major global oil giants. Statistics show that ExxonMobil, Chevron, BP, Shell, and Total Energy reported a combined adjusted net profit of $56.3 billion in the latest quarter, exceeding analysts' general expectations and marking the third-highest combined profit on record. The refining segments performed particularly well: ExxonMobil's refining profits reached $9.05 billion in the third quarter, while Chevron's refining business achieved a profit of $4.93 billion. Currently, several leading U.S. oil companies have temporarily shelved plans to increase stock buybacks, fearing negative public and political reactions to such actions.
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